Season 4 Episode 11
It’s been said that the decade from age 20 to age 30 is the most important decade of your life. For those of you in that season right now, or if you have a child or grandchild in that season, join us for this special edition of Wise Money as we discuss financial planning for millennials with millennials. Special guest Amy Masters, CFP, Lance Ludwig, CFP, and Jake Phelps, Financial Planning Coordinator.
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Investment Strategies as You Enter Retirement
Planning Strategies for the SECURE Act 10-Year Rule
Time to Prepare for Higher Taxes
How to Talk to Your Kids About Money
Discussing Finances with Your Family - The 70/40 Rule
How the New Stimulus Plan Affects Your 2020 Taxes
Early Withdrawals From Retirement Accounts Through CARES Act
Is My Home Office Tax Deductible? Biggest Tax Questions Part 2
The Most Important Variable When Retiring
Making Sense of the Most Important Short Squeeze Ever
The Biggest Tax Questions from 2020
Should You Have Multiple Investment Strategies?
How Much House Can You Afford?
Health Insurance Options in Early Retirement
The Current Retirement Boom
Stock Market Outlook for 2021
How To Make 2021 Your Best Financial Year Ever
Last Minute Tax Planning for 2020
Financial Challenges to Retiring Early
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